Santa Cruz Bicycles 401(K) Plan — Form 5500 plan (Santa Cruz Bicycles, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Santa Cruz Bicycles 401(K) Plan is a benefit plan reported by Santa Cruz Bicycles, Inc. under EIN 77-0409360 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $21,233,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santa Cruz Bicycles, Inc.
EIN
77-0409360
Plan number
001
Plan type
2
Location
Santa Cruz, CA
Latest filing year
2023
Participants
453
End-of-year plan assets
$21,233,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20241015120349NAL0014566211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,233,184
Total liabilities (EOY)
$0
Net assets (EOY)
$21,233,184
Net assets (BOY)
$15,970,520

Income & contributions

Employer contributions
$869,599
Participant contributions
$1,728,592
Total contributions
$3,224,040
Total income / additions
$6,458,058

Expenses & distributions

Benefits paid
$1,128,944
Administrative expenses
$66,450
Total expenses
$1,195,394
Net increase / (decrease)
$5,262,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$41,127not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$25,248$02023
Td Ameritrade, Inc.NONE$75$02023

Related Form 5500 pages